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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,046 | $199,109+28.1% | $173,730+46.8% | $154,746+64.8% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.6%+9.9pp | 80.7%+8.8pp |
| Annual return | 12.68% | 20.02%-7.3pp | 19.96%-7.3pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,498 | $5,311-53.0% | $4,577-45.4% | $4,379-43.0% |
| Participant deferral / active EE | $9,831 | $7,113+38.2% | $6,326+55.4% | $6,730+46.1% |
| Admin fee / account holder | $6,411 | $20,916-69.3% | $17,523-63.4% | $14,365-55.4% |